Company
Type: Finance / Mortgage Broking Business
Hours: 20 hours per week (approx. 4–5 hours/day)
Schedule: Monday, Tuesday, Thursday, Friday (Wednesday off
preferred)
Time Zone: Perth, Australia (AWST) – aligned working hours
required
Start Date Target: Immediate (as early as Monday if possible)
Communication Tool: Microsoft Teams (primary), email, possibly
WhatsApp (support)
ROLE OVERVIEW
We are seeking a highly detail-oriented Mortgage / Finance Virtual Assistant with experience in broker support, loan processing, and CRM/data entry
systems.
The VA will support a busy mortgage broker in managing client applications,
updating loan files, preparing and maintaining documentation, and ensuring all
broker systems are accurately updated and compliant.
This is a fast-paced, analytical, and systems-heavy role that requires
accuracy, confidentiality, and strong understanding of mortgage broking
workflows.
CORE RESPONSIBILITIES
Mortgage & Broker Support Tasks
Assist
with end-to-end mortgage application processing
Enter
and update client details, loan files, and application data
Send
client onboarding links and collect required documentation
Follow
up with clients for missing requirements and supporting documents
Maintain
and update loan progress across broker systems
Assist
in loan servicing calculations and financial data entry
Monitor
application status and ensure timely progression of files
CRM & Systems Management
Use
multiple broker systems including:
Mercury
(primary CRM system)
Connective
(aggregator platform)
AOL (industry broker system)
Navigate
system prompts for:
Client
onboarding
File
updates and loan tracking
Document
uploading and record keeping
Ensure
all client data is accurately encoded and updated in real time
Client Coordination & Admin Support
Communicate
with clients via system-generated links and emails
Conduct follow-ups for missing information or pending documents
Support
broker with daily operational admin tasks
Maintain
organized digital records for each client file
Respond
to internal updates via Microsoft Teams
Reporting & Communication
Provide
updates via Teams during working hours
Collaborate
closely with broker on file-specific instructions
Participate
in real-time clarifications for complex cases
Ensure
accuracy and completeness of all submitted work
REQUIRED SKILLS & EXPERIENCE
Must-Have:
Prior
experience as a Mortgage Broker Assistant / Finance VA / Loan Processor
Familiarity
with mortgage workflows and documentation requirements
Experience
using CRM or broker systems (Mercury, Connective, Planline or similar)
Strong data entry and analytical skills
Excellent
attention to detail
Ability
to work independently with minimal supervision
Strong
communication skills (written English)
Preferred:
Australian
mortgage industry experience
Exposure
to loan servicing calculators
Experience
working in broker aggregator environments
Previous
remote VA experience
TOOLS TO BE USED
Mercury
CRM system
Connective
platform
Planline
broker system
Microsoft
Teams (daily communication)
Email
(client communication)
Internal
broker calculators/tools
WORK STYLE & EXPECTATIONS
Must
be comfortable working in real-time, guided tasks via Teams
Must
follow system-driven workflows (built-in SOPs per platform)
Must
be responsive during agreed working hours
Must
maintain confidentiality at all times
Must
be highly organized and detail-oriented
End-of-day
reporting required (task summary + progress updates)
SECURITY & COMPLIANCE
NDA
required prior to onboarding
Access
to systems will be provided via secure logins
Option
for company email access or monitored internal email system
Strict
confidentiality of client financial data is required